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Allisyn Lambert

Trg Investment Advisors, LLC

Denver, CO

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Current Employers
Trg Investment Advisors, Llc

1705 Seventeenth Street Suite 100, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2021-08-23
  • VT RA
    APPROVED
    Since 2021-08-23

Branch Locations

1705 Seventeenth Street Suite 100, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 08/2016 08/2021
The New England House Restaurant West Brattleboro VT 05/2006 12/2017
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2017 08/2021
Trg Investment Advisors, Llc Brattleboro VT 08/2021 Present
Previous Registrations
Other Businesses

1.HOUGHTON SANITARY SERVICE, 416 GUILFORD CTR RD, GUILFORD, VT, 9/01/2006 AS BOOKKEEPER. NIR - 20 HR/YR - 0/TRADING. 2.HOUGHTON PORTABLE TOILETS, 416 GUILFORD CTR RD, GUILFORD, VT, 9/01/2009 AS DRIVER/BOOKKEEPER. NIR - 10 HR/YR - 0/TRADING. 3. Algiers Fire District #1 Prudential Committee, 236 School Road Guilford, VT 05301, 9/1/2025, Treasurer, financial analysis, not investment related, 1-2 hours per month, none during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-15
S63 Uniform Securities Agent State Law Examination 2016-09-01
  • S65 Uniform Investment Adviser Law Examination
    2017-05-15
  • S63 Uniform Securities Agent State Law Examination
    2016-09-01
Other Names
  • Allisyn Houghton

View on SEC IAPD

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